S
$35.1M Total AUM
$35.1M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-01-2021
- Office Locations
- 1
Office Locations
445 Hutchinson Ave. Suite 125 Columbus OH
About SKY Vision Wealth, LLC
Sky Vision Wealth, LLC is a Columbus, Ohio independent RIA led by Adam J. Smetzer (President/CCO). The firm serves retail clients, including entrepreneurs, with financial planning, tax planning, business succession guidance, and discretionary portfolio construction/asset management. Portfolios primarily use public funds such as mutual funds, index funds, and ETFs, with custody through Charles Schwab (and Merrill Lynch).
Team overview
-- AVG AGE
$35.1M AVG AUM / ADVISOR
$688.5K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
ADAM J SMETZER
Chief Compliance Officer, Managing Member, President
- CRD
- #5628049
- Ownership
- 75% or more
Available
Available
Available
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G
Garrett Douglas Thompson
--
- CRD
- #7917480
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,114,964 | $184,821 |
| Non-Discretionary | $0 | -- |
| Total | $35,114,964 | $184,821 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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